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JPMorgan Equity Premium Income ETF

1,043 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 581 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+50
Holders Change %
+5.04%
% of All Funds
15.12%
Holding in Top 10
142
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.65%
% of All Funds
2.06%
New
128
Increased
581
Reduced
267
Closed
64
Calls
$18M
Puts
$23.5M
Net Calls
-$5.52M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
751
Koa Wealth Management
California
$517K +$58 +1 +0%
Qube Research & Technologies (QRT)
752
Qube Research & Technologies (QRT)
United Kingdom
$517K +$280K +4,844 +118%
BJL
753
Brighton Jones LLC
Washington
$516K +$26.4K +456 +5%
MA
754
Montag & Associates
Georgia
$514K +$21.8K +376 +4%
SWM
755
Sugarloaf Wealth Management
Georgia
$509K -$420K -7,261 -45%
VCM
756
Virtue Capital Management
Tennessee
$507K -$47.6K -844 -9%
LFS
757
Legacy Financial Strategies
Kansas
$503K +$503K +8,693 New
FPAS
758
Focus Partners Advisor Solutions
Missouri
$503K -$212K -3,669 -30%
AWE
759
Avidian Wealth Enterprises
Texas
$503K -$210K -3,626 -29%
PPWM
760
Paragon Private Wealth Management
Kentucky
$499K
TW
761
TritonPoint Wealth
Maryland
$497K +$33.2K +643 +7%
CWA
762
Canvas Wealth Advisors
Kansas
$493K +$493K +8,871 New
SWIM
763
Smallwood Wealth Investment Management
New Jersey
$492K +$134K +2,312 +37%
CCB
764
Cutter & Co Brokerage
Missouri
$490K +$62.1K +1,073 +15%
TMWM
765
Taylor & Morgan Wealth Management
Michigan
$485K +$40K +692 +9%
Luther King Capital Management (LKCM)
766
Luther King Capital Management (LKCM)
Texas
$484K -$460K
SWM
767
Stockman Wealth Management
Montana
$483K +$76.3K +1,318 +19%
EW
768
Element Wealth
Mississippi
$479K +$121K +2,093 +34%
JSL
769
JT Stratford LLC
Georgia
$478K +$42.2K +730 +10%
CPIG
770
Chicago Partners Investment Group
Illinois
$478K +$259K +4,603 +119%
SIC
771
Samalin Investment Counsel
New York
$476K +$14.8K +256 +3%
PFP
772
Paragon Financial Partners
California
$474K +$5.03K +87 +1%
OFS
773
OneAscent Financial Services
Alabama
$473K +$473K +8,172 New
PFA
774
Pinnacle Family Advisors
Missouri
$472K +$30.4K +526 +7%
IIA
775
IPG Investment Advisors
California
$470K +$49.2K +850 +12%